Description

Position Summary

The Financial Analyst develops and implements analytical techniques to accurately forecast monthly, quarterly, and annual unit sales, gauge effectiveness of Marketing/Sales programs, and provides key deliverables of the Financial Planning cycle.

Essential Tasks, Duties, & Responsibilities

• Reports financial status by preparing, consolidating, and analyzing financial plans, forecasts, reports, and month-end closing
• Participates in the development of regional/or functional budgets
• Tracks financial status by monitoring variances from business plan
• Determines financial status by comparing and analyzing plans and forecasts with actual results
• Perform analysis of new product launches and other key business initiatives for the Finance, Sales, Marketing, and Operations functions
• Recommends actions to improve financial status by analyzing results and variances and identifying trends
• Consults with business leaders to guide and influence strategic decision-making within a broad scope
• Provides information to management by assembling and summarizing data, preparing reports, and making presentations of findings, analyses, and recommendations
• Represents the business unit during cross-regional or cross-functional planning processes
• Prepares month-end closing and variance analysis to management in a timely manner
• Construct financial models to assess the impact of promotional activity on sales forecasts
• Closely monitors returns & allowance chargebacks and coordinates with sales and relevant departments to dispute any illegitimate deductions
• Assist in preparing key deliverables of financial planning cycle, including long-term plan, annual operating and capital budgets, and special projects as directed
• Analyze monthly operating variances, actual results vs. budget, and forecast
• Perform other duties as needed and directed by management

Qualifications

Minimum Qualifications

Education & Experience

• Combination of Bachelors degree in Accounting/Finance with 5 years of professional experience within Accounting/Finance
• 2-3 years' experience with financial analysis
• Experience in the consumer packaged goods (CPG) industry preferred

Knowledge, Skills, & Abilities

• Highly motivated and goal oriented individual
• Proficiency in Excel required, advanced Excel skills a plus
• Experience with Crystal Reports is a plus
• Reporting skills, forecasting, Corporate Finance, Financial Diagnosis, Financial Budgeting, Planning and Strategy
• Strong organizational skills, project/task management experience, communication, and cross-functional coordination skills
• Ability to work in a fast-paced environment, adapt to changes and focus redirection, and properly manage deadlines